About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

文章核心观点 - 大约两年前曾建议持有Telephone and Data Systems优先股(TDS PR V) 因其当时提供13%的股息收益率[1] 作者背景 - 作者为化学工程师 拥有食品技术与经济学硕士学位 并为MENSA会员[1] - 作者撰写了多本投资与数学书籍 包括《Investing in Stocks and Bonds: The Early Retirement Project》(2024年出版) 以及关于心算和数学的书籍[1] - 作者在投资决策中运用基本面和技术分析 并主要使用期权作为工具 于45岁时实现财务独立目标[1]

Key Takeaways DraftKings posts strong Q3 momentum with higher parlay mix and 25% iGaming revenue growth.Flutter's FanDuel drives steady gains, with 14M monthly players and global revenues up 17% YoY.Both stocks face volatility from competitive intensity, regulatory shifts and Sportsbook outcomes.The rapid expansion of U.S. online sports betting has intensified the rivalry among leading digital gaming platforms, especially as operators race to strengthen product quality, deepen customer engagement and captur ...

Key Takeaways Axon's Software and Services revenues jumped 39.6% in the first nine months of 2025.Growth is fueled by rising Axon network users, premium add-ons and recurring service purchases.AXON raised its 2025 revenue outlook to about $2.74B, signaling roughly 31% year-over-year growth.Axon Enterprise, Inc. (AXON) has been benefiting from persistent strength in its Software & Services segment, supported by growth in the aggregate number of users to the Axon network. Revenues from the segment increased 3 ...

Key Takeaways NOK and Senetas allied to deliver integrated, mission-critical security for modern defense environments.The alliance combines NOK's network solutions with Senetas' quantum-resistant encryption.NOK says the integrated solution protects core to edge networks while meeting strict security standards.Nokia (NOK) and Senetas Corporation have announced an alliance to deliver integrated, mission-critical security capabilities tailored for modern defence environments. The collaboration brings together ...

Key Takeaways TMQ shows financial discipline as Ambler Metals advances Upper Kobuk project work.TMQ reports a $2.2M share of Ambler Metals' loss, reflecting controlled financial exposure.Ambler Metals spent below its $4.0M plan while sustaining community and core project work.Trilogy Metals Inc. (TMQ) continues to maintain financial discipline as it advances work at the Upper Kobuk Mineral Projects through its joint venture, Ambler Metals LLC. For the first nine months of fiscal 2025 (ended Aug. 31, 2025), ...

文章核心观点 - Alphabet公司CEO Sundar Pichai表示量子计算目前所处阶段相当于五年前的人工智能，预计五年后将进入激动人心的商业化阶段，这为投资者揭示了潜在的早期投资机会 [1][2] - 量子计算被视为一项基础性飞跃技术，而不仅仅是渐进式改进，其发展将帮助更好地模拟和理解自然，为社会带来广泛效益 [2] - 量子计算并非当前交易热点，而是在大众觉醒前建立头寸的时机，其发展轨迹被直接类比于人工智能的采用曲线，为华尔街提供了明确的时间框架 [4][5] 量子计算发展阶段 - 量子计算目前所处阶段与五年前的人工智能类似，预计未来五年将进入关键发展期 [1] - 该技术正接近临界点，可能复制人工智能的发展路径，成为下一波重大技术浪潮 [1][3] 行业影响与投资机会 - 量子计算可能成为继人工智能之后的下一个技术浪潮，且当前市场尚未充分定价其潜力 [4][5] - 公开市场的纯量子公司股价今年波动剧烈，为看好该领域的投资者创造了深度的不对称机会 [4] - 拥有每年900亿美元资本开支的CEO明确表示量子时代即将来临，标志着该领域竞争的开始 [5] 相关受益公司 - Alphabet公司被其CEO直接提及正在该领域积极投资 [4] - 离子量子公司作为少数公开交易的量子硬件参与者，股价已从高点大幅下跌 [7] - D-Wave量子公司已向企业客户部署基于商业退火技术的系统，提供了最实用的近期应用路径之一 [7] - Rigetti计算公司专注于超导量子处理器，股价波动但杠杆于商业化进展 [7] - 量子计算公司是一家以软件为主的投机性投资标的 [7] - 霍尼韦尔国际公司通过其在Quantinuum的持股，在一家工业巨头内部拥有未被充分认识的量子业务曝光 [7] - IBM公司通过商业合作伙伴关系继续扩展可扩展量子系统的路线图 [7]

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This story is based on a conversation with Eric Zander-Hussey, also known as EZ. It has been edited for length and clarity. In 2010, Kolinda and I met at a clown convention, where we were introduced to each other while wearing full clown makeup.I had been a clown since 1988, when I enrolled at clown college. Upon graduation, I was hired to perform with the Ringling Brothers and Barnum & Bailey Circus and then went on to perform at Circus Circus in Las Vegas and as the clown for McDonald's corporation in No ...

Key Takeaways SMCI projects $36B in FY26 revenues after a 15.5% quarterly decline tied to shipment shifts.The company leans on DCBBS and rising AI demand, supported by major GPU vendor partnerships.Execution, supply and adoption pace remain key as SMCI expands across Europe, Asia and the Middle East.Super Micro Computer, Inc. (SMCI) has projected that it will achieve $36 billion in revenues in fiscal 2026, representing massive 64% year-over-year growth. However, its recent quarterly results declined 15.5% o ...